Once you set up your employee data you should review your permissions.
The Permissions settings allow you to tailor the different access levels.
Click your name in the top right-hand corner.
Click Settings, and on the settings menu, click Permissions.
There are seven different Permissions settings to configure:
Global
Global
These permission settings apply to all users in your Sage HR company, including admin users.
Roles
Roles
You can assign roles to your employees. Roles dictate what a user assigned to that role can or can't do in Sage HR. You can create new roles to have different permissions to the existing roles.
Some of your users will already be assigned to a role.
Administrator - The person who set up Sage HR is the Administrator by default is assigned the permission roles of both 'Employee' and 'Employee Administrator'. Any other user you give Administrator access to is automatically assigned as 'Employee Administrator' too
Employees - Any new employee added to Sage HR by default only has the permission role of 'Employee' until assigned another role
Direct manager - Any employee you've made a Direct manager is also assigned the permission role of 'Direct manager'
Team manager - Any employee you've made a Team manager is also assigned the permission role of 'Team manager'
📌TIP: There are multiple other default roles with pre-selected permissions available for you to assign users to or edit their permissions.
Manage roles
You can assign users to existing roles, you can even add new roles to have different permissions to other existing roles you already have.
Permissions
Permissions
This setting is where you can edit the permissions of your existing roles.
For example, you can customise a role so a user assigned to it is only able to send tasks to employees on the same team as them, rather than to anyone.
Admin
Admin
Here you can view any users you have given administrator access to. You can enable or disable their access to Settings.
📌 TIP: If you use Sage HR integrated with Sage 50 Payroll or Sage Payroll, this is also where you manage which Admins have access to view other employees' payslips.
Performance reports
Performance reports
You can enable or disable whether Direct Managers can access Performance reports of their employees that report to them.
📎NOTE: Only available if you have the Performance module.
Accountants permissions
Accountants permissions
An Accountant user can access time off and timesheets reports.
📎NOTE: Only available if you have the Timesheets module.
Employees
Employees
These settings apply to only employee users, such as controlling what details they can edit in their profile.
📌TIP: You can also amend the permissions of the role of 'Employee' role to further control what an employee user can see or do in Sage HR.